PO Box 10010, Beaumont, TX 77710

1.800.298.5226
http://www.lit.edu
Education & Training Plan
Administrative Assistant & Bookkeeping Specialist Online
Certification Program


Student Full Name:

Program Duration: 6 months
(due to open enrollment, start and end dates are determined by the student)

MyCAA Information:
Tuition: $4000 (1 exam included for NACPB)
MyCAA Course Code: LIT-AABS4
Course Contact Hours: 540 Hours
Program Duration: 6 Months
(Please note these courses are approved as one course block)

This training program combines:
Administrative Assistant
Microsoft Office 2010
Professional Bookkeeping
QuickBooks Pro

Program Description

As an office Administrative Assistant and Bookkeeping professional, you only have to do one thing: everything! And there
never seems to be enough time to do it all, much less learn how. But if you really want to ramp up your job performance
and add value to your employer you need to take this program. First you will learn all the functions of an Administrative
Assistant. After completing this segment, you should be able to: Type quickly and effectively, Identify the steps to
complete general office procedures, Become an advance user in MicrosoftOffice tools Word, Excel, PowerPoint,
Outlook, and Access, Identify the steps for creating business documents using professional language and Identify the
basic requirements for bookkeeping and accounting in the office.

Then you will move on to the Professional Bookkeeping course. It will show you the essentials of record keeping for a
small business and will show why it's necessary to track information. The course will give you a greater understanding of
the purpose and process of record keeping. Professional Bookkeeping teaches you how to sort through the masses of
information and paperwork, how to record what is important for a business, and how to use that information to grow a
business for success. This course helps prepare you to take the NACPB Bookkeeping Certification exam. Professional
Bookkeeping also assists you in setting up and running a thriving home-based bookkeeping business. Also included is
comprehensive training in QuickBooks. After completing this course, you should be able to: Identify the basics for
getting started with QuickBooks, Define the steps for completing daily entry tasks, Identify the steps to print checks,
process taxes, and process payroll, Identify the steps for creating and printing reports, file management, and backing up
information and Comprehend the role of the business owner related to QuickBooks.

After completing this course, you should be able to:



Type quickly and effectively
Identify the steps to complete general office procedures
Comprehend the basics of working within MicrosoftOffice
Identify the steps for creating business documents using professional language
Identify the basic requirements for bookkeeping and accounting in the office

Define the basics of beginning, intermediate, and advanced bookkeeping

Identify the steps involved in starting a bookkeeping business
Define methods for recruiting and maintaining clients
Distinguish between bookkeeping and accounting
Identify methods for tax planning and minimizing taxes
Identify the basics for getting started with QuickBooks
Define the steps for completing daily entry tasks
Identify the steps to print checks, process taxes, and process payroll
Identify the steps for creating and printing reports, file management, and backing up information
Comprehend the role of the business owner related to QuickBooks




Outline

Typing Practice & Improvement

Pre-Test Your Typing Ability
Finger Positioning Exercises
Typing Practice Games
Typing Progress Tracking
Improve Your Typing Skills
Increase Your Typing Speed

General Office Procedures

The New Administrative Assistant
The Daily Routine
Telephone Usage & Etiquette Tips
Mail Services and Shipping
Travel Arrangements
Transportation Reservations
Dealing with Meetings
Meeting Agendas and Minutes
Time Management
Creating Action Plans
Keeping Accurate Records
Filing Systems and File Cabinets


Office Equipment and Computers

Understanding Office Equipment
Using Microsoft Windows
Using Apple Macintosh
Navigating with Mac OS X
Email Accounts & Programs
Organizing Your Email
Using the Internet
Computer Networking
Web Conferencing
Data Security
Troubleshooting Computer Problems
Office Ergonomics


Using Microsoft Offi ce

Common Microsoft Office 2010 Features
Using Microsoft Word
Using Microsoft PowerPoint
Using Microsoft Excel
Using Microsoft Publisher
Using Microsoft One Note
Using Microsoft Outlook
Using Microsoft Web Applications


Business Documents

Creating a Great Business Letter
Appearance and Paragraphing
Interoffice Memorandums and E-Mails
Reports and Report Templates
Press Releases
Editing and Proofreading
Forms of Address
Legal Documents and Terms
Grammalogues
Notary Public Forms
Agreements and Contracts
Legal and Real Estate Terms


Language Usage




Grammar
Using Adjectives and Adverbs
Language Usage and Style
Subject-Verb Agreement
Avoiding Redundancies
Phrases and Words to Omit
Common English Usage Problems
Spelling and Spell Check
American English vs. British English
Punctuation: Using a Period or Comma
Writing Numerals
Roman Numerals


Financial Activities

Bookkeeping and Accounting
Business Taxes
The Companys Bank
Business and Financial Information for Small Businesses
U.S. Weights and Measures
International Weights and Measures (Metric)
Business Math
Career Advancement
Growing as the Company Grows
Presentation Skills
Communication Skills
Office Management and Supervision


MOS Microsoft Certified Appli cation Speci ali st: Word 2010

Introduction to Word 2010
Basic File Commands and Operations
Creating, Managing and Formatting Content
Tables
Applying Page Layout and Reusable Content
Including Illustrations and Graphics in a Document
Proofreading Documents
Applying References and Hyperlinks
Mail Merge
Customize the Word Interface


MOS Microsoft Certified Appli cation Speci ali st: Excel 2010

Introducing Excel 2010
Basic File Commands and Operations
Creating, Managing and Navigating the Worksheets
Entering and Managing Worksheet Data
Formatting Cells and Worksheets
Applying Formulas and Functions
Analyzing and Organizing Data
Naming and Hyperlinks
Displaying Data Visually Using Charts
Preparing to Print and Printing
Share Worksheet Data with Other Users
Including Illustrations and Graphics in a Workbook
Customize the Excel Interface

MOS Microsoft Certified Appli cation Speci ali st: Access 2010

Access Overview
Access Basics
Designing a Database
Building a Database
Managing Table Data
Creating Selection Queries
Creating and Managing Forms
Creating and Managing Reports
Controlling Data Entry
Finding and J oining Data
Creating Flexible Queries
Enhancing Forms
Customizing Reports
Sharing Access Data
Structuring Existing Data
Writing Table Queries
Using Macros
Making Forms More Effective
Improving Reports
Creating a Startup Interface
Database Maintenance
Distributing and Securing a Database


MOS Microsoft Certified Appli cation Speci ali st: PowerPoint 2010

PowerPoint Overview
Beginning a Presentation
Beginning and Creating a New Presentation
Formatting Text
Preparing to Deliver a Presentation
Working with Tables and Charts
Using Multimedia in PowerPoint Presentation
Working with Autoshapes
Managing PowerPoint Masters
Special Effects Through Animation
Delivering a Presentation, Slide Show and Annotation
Collaborating in PowerPoint
Securing and Distributing the Presentation


MOS Microsoft Certified Appli cation Speci ali st: Outlook 2010

Introduction Course Overview
Working with Outlook Mail Items
Common Outlook Item Actions
Working With Outlook Calendar Items
Working With Contact Items
Working with Outlook Task Items
Organizing Outlook Items
Advanced Message Management
Managing Outlook Data Files
Security and Privacy


Bookkeeping Basi cs

Getting Started
The Origins of Bookkeeping
Generally Accepted Accounting Principles (GAAP)
Accrual Accounting
Debits and Credits
Accountants versus Bookkeepers
Accounting J argon
Setting Up the Record Keeping System
The Balance Sheet
Assets and Liabilities
The Income Statement
The Cash Flow Statement

Intermediate Bookkeeping

Recording the Sales Cycle
Recording the Purchases Cycle
Inventory Tracking Systems
Capital Assets
Understanding Depreciation
Leases and Loans
Transactions between the Company & Its Owners
Remittances to the Government
Maintaining a Petty Cash System
Reconciling the Bank
Backward Posting
Organizing Messy Books

Advanced Bookkeeping

The Role of the External Accountant
Creating Financial Statements
Corporate Income Tax Returns
Budgeting for a Business
Setting up a 12-Month Budget
Monitoring Cash Flow
Understanding Bartering
Foreign Currency Transactions
Reconciling the Foreign Currency Bank Account
Tax Planning
Minimizing Taxes versus Avoiding Taxes
Owner / Manager Remuneration

Starting a Bookkeeping Business

Starting a Bookkeeping Business
Being Self-Employed
Balancing Work and Family
Financial Considerations
Start Up Considerations
Writing a Business Plan
Management and Organization
Doing your Accounting
Establish a Business Identity
Business Checking Account
Business Credit Cards
Setting Up Your Home Office

Marketing & Cl ients

Bookkeeping or Accounting
Bookkeeping Certification
Getting Experience
Marketing Your Business
Your Ideal Client
Targeting a Niche
Cultivating Referrals
Online Marketing and Social Media
Understanding Websites
Writing Blogs or Articles
Financial Considerations
Client Management, Legal, and Ethical Issues

QuickBooks: Getting Started

Why QuickBooks?
How to Succeed with QuickBooks
Doing the Easy Step Interview
Populating QuickBooks Lists
Adding Employees to Your Employee List
Customers Are Your Business
Adding Vendors to Your Vendor List
Making & Organizing Lists
Printing & Exporting Lists & List Items
Dealing with the Chart of Accounts List

Dail y Entry Tasks

Creating Invoices and Credit Memos
Preparing an Invoice
Fixing Invoice Mistakes
Preparing a Credit Memo
Printing Invoices and Credit Memos
Sending Invoices and Credit memos via Email
Recording a Sales Receipt
Printing a Sales Receipt
Correcting Sales Receipt Mistakes
Making Bank Deposits
Paying the Bills
Setting Up Inventory Items
Keeping Your Checkbook
Tracking Business Credit Cards

Additional QuickBooks Features

Printing Checks
Printing Checking Register
Payroll with QuickBooks
Doing Taxes the Right Way
Paying Your Employees
Paying Payroll Liabilities
Preparing Quarterly Payroll Returns
Building a Budget
Using the Business Planner Tools
Online with QuickBooks

Additional Accounti ng Features

Balancing a Bank Account
Creating and Printing a Report
Processing Multiple Reports
J ob Estimating, Billing, and Tracking
File Management
Backing Up the Information
Working with Portable Files
Accountants and Audits
Fixed Assets and Vehicle Lists
Setting Up a Fixed Asset List
Tracking Vehicle Mileage

Business Owners & QuickBooks

Signing Checks
Reviewing Canceled Checks
Choosing a Bookkeeper
Review Your Financial Statements
Choose an Accounting System
Selling an Asset
Understanding Owners Equity
Multiple State Accounting
Getting & Repaying a Loan
Having a Successful Business

System Requirements:

QuickBooks software Included with course.

Internet Access

Broadband or high-speed internet access is required. Broadband includes DSL, cable, and wireless connections.
Dial-Up internet connections will result in a diminished online experience. Moodle pages may load slowly and
viewing large audio and video files may not be possible.

Hardware

Windows hardware configurations and processors are acceptable
Mac computers MUST have Microsoft Window Operating Systems over Bootcamp (Bootcamp is a free download
from Apple's website)
1 GB RAM minimum recommended
Operating Systems
o Windows XP, Vista or 7 and Mac OS X 10 or higher with Windows
Web Browsers
o Google Chrome is highly recommended
o Internet Explorer is not recommended as it may not display certain menus and links
Cookies MUST be enabled
Pop-ups MUST be allowed (Pop-up Blocker disabled)
Kindle Reader App is needed for many of our courses (No special equipment needed. This can be downloaded
onto your computer.)
Adobe PDF Reader
Media Plug-ins (These may be required depending on your course media.)
Adobe Flash Player (Required for many of our career courses and ALL of our IT courses.)
Adobe Acrobat Reader, Apple Quicktime, Windows Media Player, &/or Real Player
PowerPoint Viewer (Use this if you don't have PowerPoint)

**Subj ect to change, as courses and material s are updated.**